Perspectives | Mar 18, 2021

CWM Thirdly | The Tools for Ascent

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Due to COVID-19, for the safety of our guests and team members our spring Thridly events will be offered virtually.  Advanced registration is required.

CWM offers our Thirdly events three times a year to keep clients informed and up-to-date on CWM's investment strategy and portfolio philosophy, market cycles, planning topics, and the science of the Performance Targeting System (PTS®).

At this event we'll cover:

  • The right tool for the job - How investment strategies and tools differ for becoming vs. staying wealthy
  • A forward-looking market update - Where are we and how are we preparing for what comes next
  • Succession planning and estate transition - When to consider including the next generation in your personal financial planning discussions

This event is open to CWM clients, professional partners and their guests.  There is no cost or obligation to attend.

Ascent - Mountain Climbing Cropped


Thursday, March 18, 2021 @ 1:00pm
via Zoom
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